First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
The Private Wealth Management (PWM) team is looking for a Vice President of Product Management (Client OnBoarding & Workflow Automation) who will be responsible for the platforms that support the client and account lifecycle including onboarding, account set up, maintenance, and other related business processes. This individual will be responsible for automating workflows and integrating disparate processes to create seamless experiences for clients and improve productivity of employees.
This individual will partner with the PWM Technology Team, the Client Service Team, Operations and other stakeholders across the PWM business to assess existing processes and platforms and define and execute on a roadmap for achieving the desired future state. In addition, this individual will be responsible for soliciting/championing the “voice of the user” in planning and design and monitoring industry and regulatory changes that may impact these processes and platforms. This individual will work cross-functionally with PWM’s Technology Team, Client Service, Operations, and external vendors, and will need to be able to manage requests from various groups and prioritize work across multiple fronts. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical, hands on role with requirements, design, testing, and roll out/adoption with users.
Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Professional skill/ competency
Leadership skill/ competency
Workplace Environment: General Office Environment (Administrative)